Wedbush Securities’ Dan Ives is one of the bigger bulls on Wall Street, and while he has high expectations for the many ...

Big Tech’s earnings season continues in earnest after the bell on Wednesday with Google ( GOOG, GOOGL ), Meta ( META ), and ...

The agreement preserves key elements that have fueled this successful partnership – meaning OpenAI remains Microsoft’s frontier model partner and Microsoft continues to have exclusive IP rights and ...

With industry-leading profitability (63.8% EBITDA margin) and commanding over 80% market share in AI hardware, NVIDIA’s three-year stock return of 1,226% reflects its dominance. The company’s CUDA ...

UBS reignites AI cloud trade, Oracle leads with real signals; Nvidia, AMD, Microsoft, and AT&T in focus for AI and cloud infrastructure ...